This article covers the following topics:
- About Policy Library
- Include a new policy in the policy library
- Include an existing policy in the policy library
- Remove an existing policy from the policy library
About Policy Library
NB: Policy library must be enabled for your company, if this is not the case, please contact your Account Manager or Support. |
Policy Library can be viewed only by Employees and will not be available when logged into the portal as a Manager.
This section comprises all the policies that have been included in the Policy Library, and will be available at any time to the Employees.
Include a new policy in the policy library
- Select Policy Manager from the sidebar
- Add a new policy (to know more about how to add a new policy, read here).
- Upload the policy document (to know more about how to upload a document to a new policy, read here LINK)
- Enable the Include in Policy Library toggle switch (
)
- The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
- Your policy is now included in the Policy Library and will be marked as Included in the Policy Library (
) in the policy manager overview
Include an existing policy in the policy library
- Select Policy Manager from the sidebar and select the policy you want to make available in the policy library
- Enable the Include in Policy Library toggle switch (
)
- The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
- Your policy is now included in the Policy Library and will be marked as Included in the Policy Library (
) in the policy manager overview
Remove an existing policy from the policy library
- Select Policy Manager from the sidebar
- Select the policy you want to remove from the policy library
- Disable the Include in Policy Library toggle switch (
)
- The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
- Your policy has now been removed from the Policy Library